Sledge W. Killion
As founder of ERG Sledge Killion is an expert in helping educators understand their retirement options with TRS Texas at retirement as well as helping educators take advantage of saving tax-deferred in 403(b) plans as well as other investment vehicles. Since his first 403(b) client was a teacher with the Dallas Independent School District in 1968, Sledge’s 53 year experience in the school district retirement market is unparalleled in the Metroplex.
Sledge earned the designation of Chartered Life Underwriter (CLU) awarded by the prestigious American College of Financial Services in Bryn Mawr, Pennsylvania in 1974. This prestigious designation was attained after working through a five-year study curriculum including Retirement Planning, Estate Planning, Tax Planning and various areas of Financial Planning and Insurance.
Sledge is a Registered Representative and Investment Advisory Representative of the Independent Broker Dealer United Planners Financial Services. He holds Series 6, 63 securities licenses. He also holds a Texas Group One Insurance License.
He enjoys hunting, fishing and spending time in his cabin and Sabine River in his spare time.